Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,812 | $125,797+100.2% | $170,043+48.1% | $75,173+235.0% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 19.02% | 27.20%-8.2pp | 53.40%-34.4pp | 160.72%-141.7pp |
| Employer contribution / active EE | $6,004 | $4,616+30.1% | $6,790-11.6% | $2,671+124.8% |
| Participant deferral / active EE | $20,814 | $6,838+204.4% | $10,410+99.9% | $4,126+404.4% |
| Admin fee / account holder | $9,368 | $8,177+14.6% | $12,824-27.0% | $5,651+65.8% |